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Disclosery

Triangle Securities Wealth Management: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on VGT, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 156,663 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,663 shares
    Change vs previous 13F +136,784 shares

    3.72% of the 13F portfolio, value $18,724,359.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,879 shares
    Change vs previous 13F -313 shares

    3.15% of the 13F portfolio, value $13,870,157.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,192 shares
    Change vs previous 13F -326 shares

    3.21% of the 13F portfolio, value $15,220,462.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,518 shares
    Change vs previous 13F +828 shares

    3.47% of the 13F portfolio, value $15,319,434.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,690 shares
    Change vs previous 13F -1,275 shares

    3.21% of the 13F portfolio, value $13,059,997.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,965 shares
    Change vs previous 13F -637 shares

    2.92% of the 13F portfolio, value $11,371,061.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,602 shares
    Change vs previous 13F -337 shares

    3.45% of the 13F portfolio, value $13,432,124.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,939 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $12,867,662.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).